| Field | Guidance | Relevancy |
|---|---|---|
| Editing Account Payment Methods Panel | ||
| Add Payment Method | To add a new Payment Method, click the button. The first Payment method entered is designated the default Account Payment method. The following Payment methods can be added in the Portal: - Credit card - ECP - External Billing - Direct Debit - Carrier Billing - Merchant Accepted Payment - Military Star - Boleto | Optional |
| Make Primary | To make a Payment method the primary one to charge, click the 3 dot Actions menu to the right of the payment method entry and select Make Primary. The Payment Method entry becomes the primary one on the account. | Optional |
| Edit | To modify the Payment method, click the 3 dot Actions menu to the right of the payment method entry and select Edit. The Update Payment Method screen appears. If you are only making changes to Payment Method-related fields, the View mode of the Accounts screen appears when changes are successfully submitted. | Optional |
| Duplicate | To duplicate a Payment method, click the 3 dot Actions menu to the right of the payment method entry and select Duplicate. The Add Payment Method screen appears. | Optional |
| Delete | To remove a Payment method, click the 3 dot Actions menu to the right of the line and select Delete. The Payment Method entry is removed.Note: Payment Methods that are used in a subscription can’t be deleted. | Optional |
| Viewing the Payment Methods Pane | ||
| Payment Method | Use the arrow to expand the Payment Method details. The payment Method attributes are displayed. Numbers are masked where required. | Optional |
| Payment Method Custom Data | Displays merchant-defined custom data (Name -Value pairs) originating from the API related to the payment method. | Read-only |
| Primary | Denotes whether payment method is the primary payment method with a value of Yes or No. | Read-only |
| Credit Card | - Card Number: the Masked credit card account number. - Card Expiration: Month and Year of card expiration. - Billing Address: The credit card holder billing name and address. - Card Type: The name of the credit card network. | Credit Cards can be viewed and added via the Portal |
| For Payment Method Type > Credit Card:Account Updater | - Last Request: Date when the last request was sent to Account Updater. - Last Updated: Date when the credit card was updated by Account Updater. - Response Code: Account Updater response code for the credit card. - Message: Message from Account Updater. When Account Updater information is not available, No Account Updater Activity for this Card appears. | Read-only |
| ECP— (Electronic Check Payment)/ACH | - Account: the bank account number, masked. - Routing Number: the Bank Routing Number. | ECP can be viewed and added via the Portal |
| External Billing | - ID: The payment method unique ID - Bill Receiver: The payment provider. - Payment Channel: The customer paymentChannelId in the billing system. - Financial Account: The customer financial Account ID in the External Billing system. | External Billing can be viewed and added via the Portal |
| Direct Debit | - ID: The payment method unique ID - Account Number: the customer’s bank Account Number, masked. - Country: The country in which the related bank account is located. - Billing Address: The bank account holder billing name and address. | Direct Debit can be viewed and added via the Portal |
| Military Star | - Account Number: The MilitaryStar account number.. - CID Number: The Customer Identification Number, masked. | Military Star can be viewed and added via the Portal |
| Boleto | - Fiscal Number: The fiscal number that appears on the customer’s Boleto Bancário payment slip. This number is formally called Casadastro de Pessoas | Boleto can be viewed and added via the Portal |
| Merchant Accepted Payment | - Payment ID: The merchant’s payment ID. Only digits are supported. - Last digits: The last digits of the account number. - Billing Address: The account holder billing name and address. | Merchant Accepted Payment can be viewed and added via the Portal |
| PayPal | - ID: The payment method unique ID - PAYPAL Email: Email address used by the customer for the Paypal account - Paypal Payer ID: PayerID for Paypal account - Request Reference ID: A field indicating whether the reference ID was requested. - PAYPAL Reference ID: Reference ID for payment, the Billing Agreement ID or Reference Transaction ID associated with a PayPal Billing Agreement. | Only available for viewing. Adding a PayPal payment method is available via API. |
| Venmo | - Venmo Username: The customer’s Venmo username. - Venmo Merchant Customer ID: A unique merchant identification for the Venmo account. - Venmo User ID: Venmo’s user id for the customer. | Only available for viewing. Adding a Venmo payment method is available via API. |
| Apple Pay | - Payment Instrument Name: The payment details for the payment method used in Apple Pay. - ID:The unique ID of the Apple Pay payment method. - Expiration Date: The expiration date of the credit card used for Apple Pay. | Only available for viewing. Adding an Apple Pay payment method is available via API. |
| Hosted Page | - Payment Provider: The payment provider selected for the Transaction. - Country Code: The country code where the payment is processed - Return URL: The redirect URL after a successful payment. - Language: The ISO 639-1 language matrix code for the payment pages. - Payment Details: Notes or details provided by the hosted page as part of the payment. - Billing Agreement: When supported, this is the token used to rebill the payment method in the future. | Only available for viewing. Adding a Hosted Page payment method is available via API. |
| Amazon Pay | - ID: The payment method unique ID - Buyer Name: The name Amazon associates with the billing agreement identifier. - Buyer Email: The email Amazon associates with the billing agreement identifier. - Billing Agreement ID: The Amazon billing agreement identifier. This value is returned by the OffAmazonPayments getAmazonBillingAgreementId API call - Address: The billing address Amazon associates with the buyer’s payment method. | Only available for viewing. Adding an Amazon Pay payment method is available via API. |
| Google Pay | - ID: The payment method unique ID - Address: The billing address associated with the Google Pay customer. | Only available for viewing. Adding a Google Pay payment method is available via API. |
| Token | - Token Type: This is the name of the token type for the payment method as defined in Catalog > Tokens - Token Description: This is the Token’s detailed description. - Token Balance: The customer’s Token amount. | Only available for viewing. Adding a Token payment method is available via API. |
| Parent topic:Working with Accounts |
Account Payment Methods Pane
Payment Methods are the means by which a customer pays for purchases or in other words the account covers its transactions. Defined Payment methods are listed in the order of their preferred use.
Parent topic:Viewing Account Info